Roch Monnig

Wealth advisor

Roch Monnig, CFP, is a wealth advisor at Burney Wealth Management, one of the first registered investment advisor firms in Virginia, which encompasses a range of services including financial planning, investment management, tax planning, estate planning and retirement planning.

Monnig earned his bachelor's degree from the University of Tennessee, Knoxville in 2016 and became a certified financial planner in 2018.

Practice and client management

Why my RIA brought health care planning services in-house

RIAs must consider the bottom line when evaluating health care planning options, but the positives of delivering more holistic and comprehensive planning to your clients should not be overlooked.

By Roch Monnig

March 14